Financial Advocates Investment Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Financial Advocates Investment Management’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,615	Closed	-$259K	–	755
2025 Q1	$259K	Sell	1,615 -6,615	-80%	-$1.06M	0.02%	593
2024 Q4	$1.33M	Buy	8,230 +443	+6%	+$71.7K	0.08%	234
2024 Q3	$1.31M	Buy	7,787 +374	+5%	+$62.7K	0.07%	250
2024 Q2	$1.12M	Sell	7,413 -358	-5%	-$53.9K	0.07%	268
2024 Q1	$1.21M	Sell	7,771 -881	-10%	-$137K	0.07%	275
2023 Q4	$1.25M	Sell	8,652 -639	-7%	-$92.7K	0.08%	245
2023 Q3	$1.22M	Sell	9,291 -600	-6%	-$78.6K	0.09%	235
2023 Q2	$1.37M	Sell	9,891 -2,135	-18%	-$295K	0.1%	215
2023 Q1	$1.61M	Sell	12,026 -6,444	-35%	-$864K	0.12%	199
2022 Q4	$2.5M	Sell	18,470 -29,110	-61%	-$3.94M	0.19%	135
2022 Q3	$5.79M	Buy	47,580 +5,765	+14%	+$702K	0.48%	41
2022 Q2	$5.42M	Buy	41,815 +6,415	+18%	+$831K	0.44%	48
2022 Q1	$5.3M	Buy	35,400 +4,023	+13%	+$602K	0.35%	68
2021 Q4	$4.78M	Buy	31,377 +4,101	+15%	+$625K	0.3%	73
2021 Q3	$3.81M	Buy	27,276 +2,296	+9%	+$321K	0.26%	100
2021 Q2	$3.51M	Buy	24,980 +1,314	+6%	+$185K	0.23%	101
2021 Q1	$3.19M	Buy	23,666 +3,278	+16%	+$442K	0.23%	96
2020 Q4	$2.43M	Buy	20,388 +2,706	+15%	+$323K	0.17%	142
2020 Q3	$1.79M	Sell	17,682 -26,245	-60%	-$2.66M	0.15%	140
2020 Q2	$5.79M	Buy	43,927 +24,747	+129%	+$3.26M	0.55%	32
2020 Q1	$1.56M	Buy	19,180 +10,806	+129%	+$878K	0.22%	121
2019 Q4	$998K	Buy	8,374 +389	+5%	+$46.4K	0.11%	213
2019 Q3	$902K	Sell	7,985 -12,289	-61%	-$1.39M	0.1%	202
2019 Q2	$2.26M	Sell	20,274 -4,004	-16%	-$446K	0.26%	100
2019 Q1	$2.62M	Sell	24,278 -2,183	-8%	-$235K	0.33%	82
2018 Q4	$2.52M	Buy	26,461 +870	+3%	+$82.9K	0.34%	85
2018 Q3	$2.89M	Sell	25,591 -262	-1%	-$29.6K	0.32%	80
2018 Q2	$2.86M	Buy	25,853 +2,280	+10%	+$252K	0.35%	75
2018 Q1	$2.58M	Buy	23,573 +1,322	+6%	+$145K	0.34%	75
2017 Q4	$2.48M	Buy	+22,251	New	+$2.48M	0.34%	72